Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 8.5M | 689.0M | 2.3% |
| Vanguard 500 Index Fund | Dec 31, 2017 | 6.3M | 514.3M | 1.7% |
| MFS Series Trust I-MFS Value Fund | Feb 28, 2018 | 4.4M | 374.1M | 1.2% |
| Price (T.Rowe) Blue Chip Growth Fund Inc. | Jun 30, 2018 | 4.3M | 346.4M | 1.2% |
| SPDR S&P 500 ETF Trust | Jun 30, 2018 | 4.1M | 331.1M | 1.1% |
| Price (T.Rowe) Capital Appreciation Fund | Jun 30, 2018 | 3.8M | 308.6M | 1.0% |
| Vanguard Institutional Index Fund-Institutional Index Fund | Dec 31, 2017 | 3.8M | 304.8M | 1.0% |
| Select Sector SPDR Fund-Financial | Jun 30, 2018 | 3.4M | 274.8M | 0.9% |
| American Mutual Fund Inc | Jun 30, 2018 | 3.2M | 260.4M | 0.9% |
| Price (T.Rowe) Equity Income Fund | Jun 30, 2018 | 3.2M | 256.1M | 0.9% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.